Develop practical capabilities in planning, forecasting and management reporting.
Move from raw actuals to a live, driver-based FP&A model. You build budgets, rolling forecasts and scenarios, automate variance analysis, and produce board-ready reporting packs, ready for month-end.
Practical modelling with Python and AI-assisted development
Use AI tools, including Claude Code, to accelerate model development, testing and documentation.
Understand the driver-based planning framework
Build a driver-based budget from raw actuals
Build a rolling forecast with scenario flexing
Automate variance analysis against budget and prior period
Produce a board-ready reporting pack
Use AI to speed up the build.
Use testing and reconciliation to prove the numbers.
Use FP&A expertise to make the judgement.
You will have worked through a practical end-to-end AI-assisted FP&A build, from raw actuals through driver-based budgeting, rolling forecasts, variance analysis and board-ready reporting.
| Duration | 2 days |
|---|---|
| Delivery | Instructor-led with live demonstrations and practical exercises |
| Investment | US$200 per delegate |
| Group bookings | 20% discount |
| Prerequisites | Laptop, working knowledge of finance and Excel |
| Tools | Python and AI-assisted development, including Claude Code |
| Facilitator | Tafirei Mashamba, PhD |
| Next intake | Ask us for the next intake. We reply by email or WhatsApp. |
Need this built for your institution instead? See Business Intelligence and Analytics.
Book your seat, or ask about training your whole team. Group bookings receive a 20% discount.